Broker Check

Workplace Presentations

Find out what you need to know to make the most of your Social Security benefits: 

  • How to estimate your Social Security benefits 

  • 5 factors to consider when deciding when to apply for your benefits 

  • When it makes sense to delay your benefits and when it does not 

  • How to minimize taxes on your Social Security benefits 

  • How to coordinate your benefits with other sources of income 

  • Two innovative strategies for coordinating benefits with your spouse 

  • How cost-of-living adjustments affect your Social Security benefits  


Contact us to register